Our first webinar is on Thursday, August 6th starting at 1PM Pacific Time. All of our webinars are scheduled at 1PM PT/2PM MT/3PM CT/4PM ET after market close. Most of the sessions are on Thursdays, but please reference our schedule below as a few are on Mondays, and we will be adding a few more on Tuesdays.
We are really proud of our line-up of topics and speakers, which includes your advisory firm peers and thought leaders Lyle Benson, Sophia Bera, Greg Friedman, Eric Hehman, Shaun Kapusinski, Beka Kohmescher, Peter Mallouk, Stewart Mather, Stacey McKinnon, and Tom Orecchio.
Also presenting are profession experts and consultants Joel Bruckenstein, Megan Carpenter, Lisa Crafford, Dani Fava, Tom Giachetii, Angie Herbers, Matt Sonnen, Jason Wenk and our own Bob Veres.
We are offering 20 or more webinars on timely and innovative topics with the content delivered by noted leaders, topic experts and speakers.
|DATE||TITLE or TOPIC||SPEAKER(S)|
|Thursday, August 6, 2020||Seeking Innovation Everywhere||Dani Fava, Jason Wenk & Bob Veres|
|Thursday, August 13, 2020||Talking to Clients About Annuities & Secure Income||David Lau|
|Thursday, August 20, 2020||Total Client Experience: A Journey Through Growth, Part 1||Angie Herbers|
|Thursday, August 27, 2020||Back to the Future||Sophia Bera, Greg Friedman, Eric Hehman & Bob Veres (moderator)|
|Thursday, September 3, 2020||Protecting Your Business From Cyber & Other Threats||Travis Pearson & Steve Ryder|
|Thursday, September 10, 2020||Total Client Experience: A Journey Through Growth, Part 2||Angie Herbers|
|Tuesday, September 15, 2020||Annuities as an Asset Class||Adam Lalla|
|Thursday, September 17, 2020||Pros & Cons of M&A||Peter Mallouk, Stewart Mather, Tom Orecchio & Angie Herbers (moderator)|
|Thursday, September 24, 2020||Beyond Succession||Eric Hehman|
|Monday, September 28, 2020||Good to Great||Stacey McKinnon|
|Thursday, October 1, 2020||Custodial Choice: Beyond the Usual Suspects OR ON 9/24||Robb Baldwin, Erich Holland, Dan Skiles & Bob Veres (moderator)|
|Monday, October 5, 2020||Live with Matt!||Matt Sonnen|
|Thursday, October 8, 2020||Marketing for the Modern Advisor||Megan Carpenter|
|Tuesday, October 13, 2020||Best Practices Ideas||TBA Power Users of Advisor Peak, Concenter & Redtail|
|Thursday, October 15, 2020||Preparing For & Navigating Through SEC Examinations||Tom Giachetti|
|Tuesday, October 20, 2020||Matter More to Your Clients||Mike Flinn, Rosemary Hueser|
|Thursday, October 22, 2020||Best Planning Ideas During the Pandemic||Panel TBA moderated by Lyle Benson|
|Tuesday, October 27, 2020||The Evolving Advisor/Custodial Partnership||Ben Harrison, Bob Veres|
|Thursday, October 29, 2020||How to Find, Hire & Retain the Best & the Brightest||Hunter Judson, Rebekah Kohmescher & TBA|
|Monday, November 2, 2020||Industry Research & Application||Lisa Crafford & Shaun Kapusinski|
|Thursday, November 5, 2020||Joel Talks (More) Tech with Bob||Joel Bruckenstein, Bob Veres|
|Thursday, November 12, 2020||Cybersecurity||John Anderson|
All sessions with the exception of Angie Herber’s webinars will be recorded so that you can re-listen or listen at your convenience. The price for the 20+ webinars is $199
HIFON members are eligible for a $20 discount; please contact Shaun Kapusinski for your code. Bob’s Inside Information subscribers can receive a $20 discount off their standard registration fee. Please contact Bob at firstname.lastname@example.org for your discount code. Please note that discounts are not stackable - only one discount per registrant.
If you have any registration issues, please e-mail our conference manager Lori Bennett at email@example.com and she will help you.
Written requests for refunds received or processed through our registration system by July 31, 2020 (prior to 12:01AM CT) will be refunded in full less a $75 administrative fee. Cancellations after that time will not be refunded; however, substitute registrations are welcome. Please contact Lori Bennett at firstname.lastname@example.org if you wish to register someone else in your place.
For more information regarding refund, complaint and/or program cancellation policies, please contact Lori Bennett at email@example.com.
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